Purchases and Sales Made in Q3 2025 in First Tr ETF Iii Instl Pfd Sec (FPEI)
This table provides information about the institutional ownership of First Tr ETF Iii Instl Pfd Sec (FPEI) during Q3 2025. The information is specifically focused on institutions that hold shares of FIRST TR ETF III INSTL PFD SEC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
62.6K+ 7.44% |
$1.18M - $1.22M
|
904K
$17.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
50.8K+ 26.96% |
$961K - $988K
|
239K
$4.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
24.4KNew |
$462K - $475K
|
24.4K
$474K
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
BUY
|
- |
12.1K+ 15.18% |
$229K - $235K
|
91.6K
$1.78M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6.53K+ 61.42% |
$124K - $127K
|
17.2K
$334K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.4K+ 9.16% |
$64.3K - $66.1K
|
40.5K
$787K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.08K+ 18.64% |
$39.4K - $40.5K
|
13.2K
$257K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.39K+ 1.75% |
$26.2K - $27K
|
80.7K
$1.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
578+ 3.92% |
$10.9K - $11.3K
|
15.3K
$298K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
21+ 0.07% |
$398 - $409
|
28.3K
$550K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-54- 0.1% |
$1.02K - $1.05K
|
56.6K
$1.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.92K- 1.56% |
$36.3K - $37.3K
|
121K
$2.36M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.96K- 13.75% |
$37.1K - $38.1K
|
12.3K
$239K
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-3.49K- 4.25% |
$66.1K - $68K
|
78.7K
$1.53M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-4.37K- 24.97% |
$82.6K - $85K
|
13.1K
$255K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-4.37K- 6.28% |
$82.7K - $85K
|
65.2K
$1.27M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-11.1K- 94.85% |
$209K - $215K
|
600
$11.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-28.1K- 14.61% |
$532K - $547K
|
164K
$3.19M
|